See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,231 | $65,041+127.9% | $90,951+63.0% | $79,858+85.6% |
| Participation rate | 78.3% | 61.6%+16.7pp | 69.0%+9.3pp | 69.6%+8.7pp |
| Annual return | 13.26% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,046 | $1,247-16.1% | $2,122-50.7% | $2,471-57.7% |
| Participant deferral / active EE | $3,243 | $2,512+29.1% | $3,373-3.8% | $3,740-13.3% |
| Admin fee / account holder | $9,891 | $4,536+118.1% | $5,959+66.0% | $5,306+86.4% |